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Our experts work together to create an experience that extends an independent advisor’s value proposition.
We understand the advice business. Our team brings together experts from different disciplines who know how to create an exceptional advisor and investor experience.
Managing Director, North Region
Head of North American Intermediary Solutions
Managing Director, West Region
Managing Director, RIA Client Experience
Head of Advisor Marketing
Head of Sales and Experience
Head of Portfolio Management Experience
Executive Vice President, Head of SEI’s Advisor business
Head of Investment Solutions, North American Intermediaries
Head of Practice Management
Managing Director, National Accounts
Managing Director, Central Region
Managing Director, South Region
Managing Director, Custody and Integration
Head of Advisor Service and Operations
Executive Vice President, Head of Global Asset Management
Global Head of Investment Solutions, SEI’s Global Asset Management business
Head of U.S. Asset Management Distribution
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